U.S. Capital Wealth Advisors’s USD PARTNERS LP USDP Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio USDP Stock Details USDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,033	Closed	-$31.7K	–	1596
2022 Q4	$31.7K	Sell	10,033 -20,194	-67%	-$76.6K	﹤0.01%	993
2022 Q3	$122K	Hold	30,227	–	–	0.01%	612
2022 Q2	$157K	Hold	30,227	–	–	0.01%	635
2022 Q1	$182K	Buy	30,227 +20,194	+201%	+$116K	0.01%	677
2021 Q4	$53K	Hold	10,033	–	–	﹤0.01%	708
2021 Q3	$63K	Buy	+10,033	New	+$67K	﹤0.01%	709

Other funds holding USDP

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

U.S. Capital Wealth Advisors's USDP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of USD PARTNERS LP (USDP) in Q1 2023, closing a stake of 10,033 shares — an estimated $31.7K sold.

U.S. Capital Wealth Advisors first reported a position in USDP in Q3 2021 and held it in 6 quarters. The position peaked at $182K in Q1 2022. 15 funds tracked by Wall St. Rank hold USDP as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining USD PARTNERS LP position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,033 USD PARTNERS LP shares in Q1 2023, an estimated $31.7K.
U.S. Capital Wealth Advisors first reported a position in USD PARTNERS LP in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's USD PARTNERS LP position peaked at $182K in Q1 2022.
15 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.